Simon Shares
- Bidcorp - excellent
- AvdTech* - really good, stock at all-time highs
- Stadio - good student growth
- Motus - poor HEPS, good dividend
- Woolies* - not bad, but wow only got R1.1billion for David Jones
- Sasol - impairments galore
- Adcock Ingram - capacity utilisation is weak
- Aspen - good second half
- KAP - tough out there
- Super Group - strong numbers
* I hold ungeared positions.